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Technology Stocks : Impinj, Inc.

PI 206.40

-14.6%

Oct 30 3:59 PM EDT

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Cooters

To: Cooters who wrote (381)	5/1/2025 10:26:21 AM
From: Soumaila	1 Recommendation of 472

I listened to the call, the voices actually help and the description of the 3 buckets for their savings going forward. RFID is certainly a key piece to the automation story. Hopefully the keynote at RFID Journal Live does not disappoint. In aligning the bits from the past couple UPS calls and what we hear from Chris. Fixed reading in manufacture-logistics/trasport-retail chain will drive growth. Pharm is also a place where RFID could be a differentiator and high ROI implementation....thus UPS purchase of Andlauer Healthcare Group. It all points to growth if US policy does not tank global trade and consumption. Grocery would be a nice incredibly stable base to have.

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